Fernando Torrealba, Mba, Cfa Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Covering Canadian small cap diversified financial services.Worked with Analyst to initiate coverage on Bridgemarq Real Estate Services (TSX:BRE)

Toronto

• Q4 2020 RBC Performance Award Winner for outstanding work on WM Online rollout feedback processing
• Conducted over 100 training consultations per month with Investment Advisors and Associates to advise them on restructuring of their business processes, as well as on integration of new online applications into their.
• Delivered 6 presentations/quarter with application updates and efficiency recommendations to audiences of ~40 people each
• Co-creator of the Advisor Team Rulebook to guide teams on the development of day-to-day operational processes
• Contributed to ad hoc projects, including analyzing portfolio management tools and preparing application training slide decks

Toronto

• margining for non-centrally cleared OTC derivative transactions; gross transaction volume ~$500MM/week in cash & securities collateral;
• monitor mark-to-market value of contracts and collateral;
• Work with the Derivatives Legal Group to set up and amend ISDA CSA agreements;
• Proactively liaise with professionals in Corporate Banking and Trading Products to address and resolve concerns raised by counterparties’ CFOs, Treasurers, and VPs of Finance;
• Collaborated in the establishment of securities safekeeping accounts for BMO U.S. subsidiaries ahead of UMR Phase IV implementation.

1000-2345 Yonge Street

• Private investment management:o Conduct manager selection research; compare fund holdings to stated fund mandate (in the case of fixed income funds paying close attention to the implied leverage of structured credit.
• Personal wealth management:o Responsible for tasks involving account opening procedures, client servicing, and identifying further opportunities to enhance the wealth management of individual clients.
• Business development activities:o Lead generation. From date of hire to December 2016: created and maintained a pipeline in excess of approx. CAD $132MM**A significant percentage of this quantity was concentrated on.

First Canadian Place, 40th Floor

• Leads added to pipeline (including leads with verbal commitment to booking a first meeting, as well as leads that requested to book meeting via e-mail): 44
• Meetings booked over the telephone (not included in the above number): 15
• Collaborated in generating ideas for target markets, as well as for drafting value propositions (conditional on approval of the employer).

• Built a sales pipeline of over $9,125,000 in assets.
• Sales at Investors Group: o over $460,000 in mutual fund units.o over $125,000/year premium in insurance policies.
• Organized and carried out numerous financial planning presentations for different institutions including, but not limited to:o Metropolitan Toronto Pharmacists’ Association (66 attendees)o Empire Communities (18.
• Financial planning presentations in progress for:o Metropolitan Toronto Pharmacists’ Association –two presentationso Ontario Pharmacists’ Associationo Canadian Association of Retired Persons, Downtown chapter –three.
• Used “the six pillars of financial planning” in practice with retail clients: investment planning; retirement planning; insurance planning; estate planning; tax planning; and cash flow planning.
• Guest speaker in region office marketing training session.

• Worked with a full-time Faculty member of the Department of History of the University of Toronto to compile an extensive bibliography of primary sources of no less than one hundred and twenty three titles.
• Analyzed and assessed multiple sources to determine their historiographical value.
• Designed a classification system to improve user access to titles in the bibliography and to provide a first-glance understanding of the contents and quality of each source.

Toronto, Canada Area

• Worked with the Dean of the Faculty of Arts & Science, Faculty and Staff members of the Department of History, and Graduate Students in the process of selecting a highly competent, prestigious, and professional Chair.
• Evaluated an extensive list of forty-four History faculty members nominated to the position of Chair of the Department of History.
• Carried out and analyzed a comprehensive, confidential opinion poll among undergraduate students regarding three candidates for the position of Chair of the Department.
• Helped secure the confidentiality of the Committee, its members, and its deliberations.

• July, 2011 –promoted to Secretary-General.
• June, 2010 –promoted to President of Historical Council.
• October, 2009 –appointed Director of “Thirteen Colonies” committee.
• Effectively led a team of over seventy Model UN Secretariat and Staff members and oversaw the planning of all aspects of the conference in collaboration with various student associations to attract over two-hundred.
• Effectively drafted and managed the operational budget, and effectively reduced conference costs, such as social events, gala dinner, accommodations, and academic expenses, by 30%.
• Communicated regularly with the Board of Directors to assure them that affairs were well managed.

Master Of Business Administration - Mba, Gpa - 3.79

Activities and Societies: Rotman Finance AssociationRotman Asset Management AssociationRotman Negotiation ClubDean's List Entrance Award.

Financial Modeling In Excel

Courses (badges in link below): Excel Core Data Analysis Building a Financial Model

Chartered Financial Analyst

Activities and Societies: CFA Society Toronto

Bachelor Of Arts (Hons. B.A.), History & Political Science, Graduated With Distinction